Halbert Hargrove Global Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-27	Closed	-$1.52K	–	380
2025 Q1	$1.52K	Buy	+27	New	+$1.63K	﹤0.01%	421

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Halbert Hargrove Global Advisors's CM Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2025, closing a stake of 27 shares — an estimated $1.52K sold.

Halbert Hargrove Global Advisors first reported a position in CM in Q1 2025 and held it in 1 quarter. The position peaked at $1.52K in Q1 2025. 483 funds tracked by Wall St. Rank hold CM as of Q2 2025.

Halbert Hargrove Global Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 27 Canadian Imperial Bank of Commerce shares in Q2 2025, an estimated $1.52K.
Halbert Hargrove Global Advisors first reported a position in Canadian Imperial Bank of Commerce in Q1 2025 and held it in 1 quarter.
Halbert Hargrove Global Advisors's Canadian Imperial Bank of Commerce position peaked at $1.52K in Q1 2025.
483 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.